Matthew
Canning

Johnson Financial Group LLC

CRD#7492373
Investment Advisor
in Denver, CO

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About this Advisor

Matthew Canning is a financial advisor who works in Denver, Colorado with 1 year of industry experience. Canning is on the advisory team at Johnson Financial Group LLC. Throughout their career, Canning has worked at Johnson Financial Group LLC, Jfg Wealth Management, LLC, Homebot Inc, Hickory House Ribs, Skyzone and Student. Canning has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Colorado. Johnson Financial Group LLC is a firm that has its headquarters in Denver, CO. The company has offices in three locations and a total of 35 people on staff. It controls $2 billion in assets across its 704 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 704 client accounts, 94% belong to high-net-worth investors who have more than $1 million in assets. The company has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules usually vary depending on the services provided. However, fees billed by Johnson Financial Group LLC likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1144 Fifteenth Street Suite 3950
Denver, CO 80202

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Johnson Financial Group LLC Brokerage Details

Total Assets Under Management

$1,998,763,352

CO Average: $2,349,664,866
Total Number of Employees

35

CO Average: 28
Total Number of Accounts

704

CO Average: 1,101
Average Account Size

$2,839,152

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Matthew Canning Work History

Matthew has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Johnson Financial Group LLC

2021 - Present (3 years)

Jfg Wealth Management, LLC

2019 - 2021 (2 years)

Homebot Inc

2018 - 2019 (1 year)

Hickory House Ribs

2017 - 2018 (1 year)

Skyzone

2012 - 2018 (6 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Canning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Johnson Financial Group LLC

Marion Chebet
Denver, CO
Travis Jones
Denver, CO
Aidan Scott
Denver, CO
Madeleine Heringer
Denver, CO
Eric Adams
Denver, CO
Matthew Canning
Denver, CO
Nicholas Tabor
Denver, CO
Bryant Hicks
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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